Forecast Snapshots

Use the Snapshots tab of the Forecast detail view to see snapshot information. Snapshots capture forecast data for a specific time within a forecast.

To access the Snapshots tab:

  • You can click the Snapshots tab in the Forecast detail view.
Field Name Description
Description A description of the snapshot, including the date of the snapshot and the forecast description.
Date The date the snapshot was created.
Forecast Amount The forecast amount at the time the snapshot is created.
Closed-Won Amount The amount of closed-won opportunities at the time the snapshot is created.
Quota Amount The associated quota amount at the time the snapshot was created.